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Westchester-Connecticut Region Luncheon Series
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The IFA USA Westchester-Connecticut Region Luncheon series will consist of nine meetings held at the elegant Hyatt Regency Greenwich, from 12 Noon to 2 PM on the second Thursday of each month from October 2018 through June 2019. Thus, the dates are: October 11, 2018, November 8, 2018, December 13, 2018, January 10, 2019, February 14, 2019, March 14, 2019, April 11, 2019, May 9, 2019, and June 13, 2019.

 Export to Your Calendar 3/14/2019
When: Thursday, October 11, 2018
12:00 PM
Where: Map this event »
Hyatt Regency Greenwich
1800 E Putnam Ave
Old Greenwich, Connecticut  06870
United States
Contact: IFA USA
866-298-9464

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Registration Form

Solicitation Letter

Biography - Mark Strimber

On behalf of the International Fiscal Association, USA Branch, Westchester County, NY/Connecticut Region, I would like to personally invite you to attend our Fall/Winter/Spring 2018-2019 Luncheon Serieswhich will consist of nine meetings held at the elegant Hyatt Regency Greenwich, directions attached, from 12 Noon to 2 PM on the second Thursday of each month.  Thus, the dates are: October 11, 2018, November 8, 2018, December 13, 2018, January 10, 2019, February 14, 2019, March 14, 2019, April 11, 2019, May 9, 2019, and June 13, 2019. 

The timely topic of the October 11th meeting will be “Interplay Between Section 965 and PTI, What’s Next?”  Our speaker will be Mark Strimber who is a principal at RSM US LLP.  Mark leads the northeast region’s international tax practice. Based in New York, Mark advises multinational corporations on the U.S. tax implications of their cross-border operations and reorganizations. He works with private equity groups assisting them in planning tax-efficient structures for international transactions, tax due diligence and M&A transactions, and transfer pricing consulting. 

Mark has experience researching complex international and domestic tax issues for inbound and outbound transactions. He also manages and reviews international tax forms and compliance for large clients and is part of our concurring review process to help ensure high-quality compliance.  Mark’sBIO is attached.

We have managed to avoid any increase in fees again.  Thus, the cost is only $450 for the entire 2018-2019 Luncheon Series including membership in the prestigious International Fiscal Association (a $225 value).   If you are already a member of IFA, the cost is $250.  If you don’t wish to join IFA, the cost to attend all nine luncheon meetings is $350. The cost for attending individual meetings is $50. A Registration/Invoice is attached. It is worth noting that if you pay for the entire session and cannot attend a luncheon, you can have a colleague attend in your place at no additional charge.

At each meeting we will have a technical presentation on a tax topic of current interest and review recent events. A three-course lunch will be served. Participants will be entitled to CPE and CLE credits.  We are not currently registered with the IRS Tax Return Preparer CE program as attorneys and CPAs in good standing are exempt.  

Each meeting also offers you an excellent opportunity to make contacts and stay abreast of all the latest international tax developments. We urge you to join now, come to every meeting to expand your network and technical expertise, and take advantage of our low fees.


Financial Hardship Policy
Scholarships are available in the event of financial hardship. An individual wishing to obtain a scholarship should apply in writing at least 2 weeks in advance of the program date, explaining the circumstances of such person's financial hardship. The amount of the scholarship generally depends on salary as follows:

Unemployed – Full Scholarship; Income up to $15,000 – 75% discount;
Income $15,000–$30,000 – 50% discount; Income above $30,000 – no discoun
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  • 2604 Elmwood Avenue, #347, Rochester, NY 14618
  • Telephone: 866-298-9464
  • Fax: 866-303-0626
  • Email: info@ifausa.org